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AbbVie

3,139 hedge funds and large institutions have $197B invested in AbbVie in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,251 increasing their positions, 1,359 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $2.04B

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

0.07% less ownership

Funds ownership: 69.85%69.77% (-0.07%)

1% less funds holding

Funds holding: 3,1683,139 (-29)

8% less repeat investments, than reductions

Existing positions increased: 1,251 | Existing positions reduced: 1,359

13% less funds holding in top 10

Funds holding in top 10: 348303 (-45)

23% less capital invested

Capital invested by funds: $255B → $197B (-$58.3B)

Holders
3,139
Holders Change
-29
Holders Change %
-0.92%
% of All Funds
50.02%
Holding in Top 10
303
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-12.93%
% of All Funds
4.83%
New
158
Increased
1,251
Reduced
1,359
Closed
117
Calls
$3.15B
Puts
$2.04B
Net Calls
+$1.11B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
401
Johnson Investment Counsel
Ohio
$23.2M -$100K -655 -0.4%
CAM
402
Claret Asset Management
Quebec, Canada
$23.1M -$325K -2,123 -1%
VV
403
Verity & Verity
South Carolina
$23.1M +$792K +5,178 +4%
BPA
404
Beacon Pointe Advisors
California
$23.1M +$10.2M +66,567 +85%
RBCM
405
Raub Brock Capital Management
California
$23.1M +$448K +2,928 +2%
GF
406
Gabelli Funds
New York
$23M +$1.12M +7,300 +5%
SAM
407
Sawgrass Asset Management
Florida
$23M -$572K -3,739 -3%
Daiwa Securities Group
408
Daiwa Securities Group
Japan
$22.9M +$1.72M +11,264 +9%
IAIM
409
Industrial Alliance Investment Management
Quebec, Canada
$22.6M +$1.7M +11,090 +8%
EMPI
410
Elo Mutual Pension Insurance
Finland
$22.5M +$663K +4,337 +3%
PNC
411
Park National Corp
Ohio
$22.4M +$6.09M +39,840 +40%
MSRPS
412
Maryland State Retirement & Pension System
Maryland
$22.3M +$203K +1,326 +1%
KRS
413
Kentucky Retirement Systems
Kentucky
$22.3M +$125K +819 +0.6%
JCM
414
Janney Capital Management
Pennsylvania
$22.3M +$421K +2,754 +2%
AAS
415
Annex Advisory Services
Wisconsin
$22.3M -$338K -2,212 -2%
HW
416
Hancock Whitney
Mississippi
$22M -$1.7M -11,096 -7%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$22M -$1.05M -6,866 -5%
AAS
418
Avantax Advisory Services
Texas
$22M +$649K +4,245 +3%
CWP
419
Cyndeo Wealth Partners
Florida
$21.8M +$5.7M +37,296 +37%
AWS
420
Atria Wealth Solutions
New York
$21.6M -$1.96M -12,823 -9%
ASN
421
Advisory Services Network
Georgia
$21.5M +$1.08M +7,065 +6%
BT
422
Brandywine Trust
Delaware
$21.5M
MGAM
423
McGowan Group Asset Management
Texas
$21.2M -$327K -2,136 -2%
CA
424
Cullinan Associates
Kentucky
$21.1M +$1.08M +7,080 +6%
CIP
425
Chartwell Investment Partners
Pennsylvania
$21M +$822K +5,376 +4%

ABBV Hedge Fund Activity: Q1 2023 in Review

3,139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2023, worth a combined $197B — down 23% from $255B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ABBV positions and 117 closed out — a net gain of 41 holders — while 1,251 added to existing stakes and 1,359 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.91B. The largest seller was Capital International Investors, cutting an estimated $665M.

  • 3,139 institutional investors held AbbVie (ABBV) as of Q1 2023, down from 3,168 in Q4 2022.
  • Funds reported $197B of AbbVie stock for Q1 2023, down 23% quarter-over-quarter.
  • 158 funds opened new AbbVie positions in Q1 2023 and 117 closed out, a net change of +41 holders.
  • The largest AbbVie buyer in Q1 2023 was Charles Schwab, an estimated $1.91B added.
  • The largest AbbVie seller in Q1 2023 was Capital International Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q1 2023.